See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,621 | $238,490-73.3% | $180,183-64.7% | $142,382-55.3% |
| Participation rate | 42.9% | 82.3%-39.4pp | 77.4%-34.6pp | 80.1%-37.3pp |
| Annual return | 15.39% | 33.56%-18.2pp | 27.86%-12.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $821 | $6,143-86.6% | $5,039-83.7% | $4,299-80.9% |
| Participant deferral / active EE | $2,390 | $7,996-70.1% | $6,822-65.0% | $6,507-63.3% |
| Admin fee / account holder | $94 | $28,866-99.7% | $19,975-99.5% | $12,624-99.3% |